+209.9%
RBA vs MDY
+173.8%
+36.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.0% |
| 7D | +0.6% | +0.2% | +0.4% | +0.4% |
| 30D | +9.0% | +2.1% | +6.8% | +7.4% |
| 3M | +7.2% | -3.6% | +10.8% | +9.6% |
| 6M | -7.8% | +1.7% | -9.4% | -8.8% |
| YTD | -6.4% | +13.8% | -20.2% | -13.8% |
| 1Y | -4.2% | +15.5% | -19.7% | -12.6% |
| 3Y | +64.1% | +58.3% | +5.7% | +21.6% |
| 5Y | +48.4% | +37.4% | +11.0% | +18.9% |
| 10Y | +209.9% | +171.0% | +39.0% | +43.7% |
| All | +209.9% | +173.8% | +36.1% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling